KTX Tactical Picks - July 24, 2026 (Eng.)
The portfolio continues to overweight the energy sector, adding both PTT and IRPC, while removing AMATA from the ranking list due to a +1.7%...
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Energy (Power): Energy Reform Advances Solar Rooftops and Direct PPAs - Overweight
We are neutral on the energy reform plan pending implementation details. Household solar rooftops need sufficient incentives to meet the...
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PTT Plc. (PTT): Transformation to Enhance Earnings Stability, ROIC, Valuation
We view 2026E as a transformational year for PTT as it evolves from a national energy conglomerate into a global LNG player and infrastructure...
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Krungthai XSpring Technical Eng. - September 9, 2026
The SET Index advanced despite weakness in DELTA and ADVANC, outperforming markets in Tokyo, Taiwan, Hong Kong, and South Korea, which declined...
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Krungthai XSpring Zoom Eng. September 4, 2026
Weakness in the US labor market, together with permanent FOMC voter Christopher Waller's support for keeping interest rates unchanged at the...
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